Braun Stacey Associates’s Atmos Energy ATO Stock Holding History

Braun Stacey Associates’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$934K	Hold	5,057	–	–	0.03%	99
2025 Q4	$848K	Hold	5,057	–	–	0.03%	98
2025 Q3	$863K	Hold	5,057	–	–	0.03%	99
2025 Q2	$779K	Hold	5,057	–	–	0.03%	100
2025 Q1	$782K	Hold	5,057	–	–	0.03%	103
2024 Q4	$704K	Hold	5,057	–	–	0.03%	104
2024 Q3	$701K	Hold	5,057	–	–	0.03%	103
2024 Q2	$590K	Buy	+5,057	New	+$589K	0.02%	105

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Braun Stacey Associates's ATO Position: Q1 2026 in Review

Braun Stacey Associates held its Atmos Energy (ATO) position steady in Q1 2026 at 5,057 shares worth $934K. The position accounts for 0.03% of the portfolio, ranked #99.

Braun Stacey Associates first reported a position in ATO in Q2 2024 and has held it in 8 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Braun Stacey Associates held 5,057 shares of Atmos Energy worth $934K as of Q1 2026.
Braun Stacey Associates left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.03% of Braun Stacey Associates's portfolio in Q1 2026, its #99 holding.
Braun Stacey Associates first reported a position in Atmos Energy in Q2 2024 and has held it in 8 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.